Sequoia Financial Advisors, LLC
Position in BIV — Vanguard Intermediate-Term Bond ETF
CIK 1599900
Akron, OH
Position in BIV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$259,787
-$323,767 QoQ
Shares Held
3,366
-55.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIV Over Time
Shares Held
Position Value (USD)
All Filings in BIV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,787 | 3,366 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $583,554 | 7,493 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $627,765 | 8,039 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $377,651 | 4,883 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $551,074 | 7,197 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $702,163 | 9,396 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||